Add Individual Page

The Add Individual page allows you to create a new Individual party.



The following table describes some of the less common features.
Feature Description
Not Applicable / Insider / Correspondent Allows you to categorize the party as an Insider, a Corresponent, or neither. Selecting Insider or Correspondent displays a Type and Title selection for each.

Allows you to associate an existing party.

If any fields contain invalid information when tabbing away from the field or clicking Save, you are notified, as in the following example.


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